Team Lead, Accounting & Tax Support

Do you have a mind for numbers and a heart for helping others? If you thrive in fast-paced environments and can navigate the complexities of accounting and tax principles with ease, then we have the perfect opportunity for you! We are seeking a motivated and detail-oriented Team Lead, Accounting & Tax Support to join our growing team. In this role, you will lead a group of tax and accounting professionals, providing exceptional support to our customers. You will be a key part of ensuring our clients have a smooth and positive experience with Heard through leadership of this critical team. Responsibilities • Lead a team of tax & accounting specialists, providing world-class support experience. • Provide comprehensive quality assurance for team's customer interactions. • Answer questions about accounting practices, tax forms, deductions, credits, and other back-office related questions. • Assist customers in navigating our bookkeeping platform, tax preparation checklists and software, and ensure they're on the right track. • Develop familiarity with the business processes and financing / accounting best practices underpinning Heard in order to answer basic questions related to these functions. • Create a welcoming and supportive experience for every customer interaction. Qualifications • Bachelor's degree in Accounting, Finance, or a related field (preferred). • Demonstrated leadership experience (2 years). • Minimum 1 year of experience in a tax or accounting role, preferably with SMB sole proprietors and S Corps. • Strong written and verbal communication skills with the ability to explain complex financial concepts in a clear and concise manner. • Demonstrated product or customer service experience, preferably in a SaaS B2B setting. • Familiarity with modern ticketing, customer engagement, and CMS solutions within customer service environments such as Zendesk, Salesforce Service Cloud, or Help Scout. • Excellent attention to detail and accuracy. • Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment. • Strong analytical and problem-solving skills. • Proficient in Google Suite (Gmail, Docs, Sheets, Slides). • CPA required. What You Get In Return • Opportunity to revolutionize the mental health industry and build both relationships and teams that make a tangible impact on our customers and their patients. • An environment that prioritizes your psychological safety always. We empower team members to be relentlessly curious and act with 100% ownership, believing that we can go the extra mile, together. • Competitive salary package and benefits, which include flexible PTO, medical coverage, retirement support, and wellness stipends. Apply Job!